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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
CPH
3051
C Partners Holding
Zurich,
Switzerland
| $239M | -$5.93M | -2% | 2.24% | 25.6% | 257 | 0.78% | 0.3 |
|
| 3052 |
PAM
3052
Pagoda Asset Management
New York
| $239M | -$61M | -20% | 5.01% | – | 35 | 71.43% | 0.5 |
|
| 3053 |
3053
Sanders Morris Harris
Houston,
Texas
| $239M | +$2.03M | +0.9% | 1.14% | 85.8% | 160 | 27.5% | 1.2 |
|
| 3054 |
NIC
3054
Northwest Investment Counselors
Lake Oswego,
Oregon
| $239M | -$9.42M | -4% | 1.14% | 32.4% | 147 | 6.8% | 3.6 |
|
| 3055 |
3055
Simon Quick Advisors
Morristown,
New Jersey
| $239M | +$14.6M | +6% | 0.95% | 77.8% | 469 | 39.02% | 0.7 |
|
| 3056 |
3056
Dynasty Wealth Management
St. Petersburg,
Florida
| $239M | +$181M | +312% | 6.3% | – | 104 | 33.65% | 0.2 |
|
| 3057 |
3057
Matthew Goff Investment Advisor
Houston,
Texas
| $239M | +$6.06M | +3% | 0.44% | 89.6% | 76 | 7.89% | 0.7 |
|
| 3058 |
3058
Montgomery Investment Management
Rockville,
Maryland
| $238M | -$8.19M | -3% | 1.95% | 105% | 97 | 9.28% | 3.4 |
|
| 3059 |
NAMP
3059
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $238M | -$3.86M | -2% | 0.24% | 90.2% | 109 | 2.75% | 3.5 |
|
| 3060 |
3060
Western Asset Management Company
Pasadena,
California
| $238M | +$16.9M | +8% | 0.04% | 2.29% | 24 | 33.33% | 0.8 |
|
| 3061 |
3061
Thames Capital Management
Roseland,
New Jersey
| $238M | +$78.5M | +49% | 11.8% | 1,177% | 42 | 57.14% | 0.2 |
|
| 3062 |
3062
Xponance
Philadelphia,
Pennsylvania
| $238M | +$70.9M | +43% | 0.59% | 144% | 81 | 19.75% | 0.6 |
|
| 3063 |
3063
InterWest Venture Management
San Francisco,
California
| $237M | -$55.1M | -19% | 10.8% | 57.6% | 11 | 0% | 1.2 |
|
| 3064 |
3064
Chou Associates Management
Toronto,
Ontario, Canada
| $237M | +$3.42M | +1% | 9.49% | 66.4% | 24 | 0% | 3.6 |
|
| 3065 |
3065
River Wealth Advisors
Camp Hill,
Pennsylvania
| $237M | -$3.3M | -1% | 1.57% | 80.3% | 167 | 5.99% | 2.4 |
|
| 3066 |
3066
Flaharty Asset Management
Clearwater,
Florida
| $237M | +$9.06M | +4% | 0.99% | 33.4% | 102 | 21.57% | 0.6 |
|
| 3067 |
3067
Ipswich Investment Management
Beverly,
Massachusetts
| $237M | +$835K | +0.4% | 0.42% | 104% | 156 | 7.05% | 3.1 |
|
| 3068 |
WCMN
3068
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $237M | -$6.12M | -3% | 2.03% | 121% | 36 | 8.33% | 3.8 |
|
| 3069 |
3069
PagnatoKarp Partners
Reston,
Virginia
| $237M | -$108M | -31% | 1.56% | 2.06% | 157 | 36.94% | 0.9 |
|
| 3070 |
3070
Clean Yield Group
Norwich,
Vermont
| $237M | -$15.8M | -6% | 2.86% | 65% | 141 | 14.89% | 3.2 |
|
| 3071 |
3071
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $236M | +$10.4M | +5% | 1.41% | 82.9% | 220 | 24.55% | 1.6 |
|
| 3072 |
3072
Altavista Wealth Management
Asheville,
North Carolina
| $236M | -$484K | -0.2% | 2.08% | 80.6% | 149 | 11.41% | 2.9 |
|
| 3073 |
CCM
3073
Compton Capital Management
Providence,
Rhode Island
| $236M | +$1.6M | +0.7% | 0.3% | 75.6% | 158 | 10.76% | 3.4 |
|
| 3074 |
3074
Symmetry Partners
Glastonbury,
Connecticut
| $235M | +$19.2M | +9% | 0.92% | 58.5% | 34 | 8.82% | 1.1 |
|
| 3075 |
3075
Nicolet Bankshares
Green Bay,
Wisconsin
| $235M | +$2.32M | +1% | 0.69% | 75.5% | 192 | 11.98% | 1.7 |
|